Bulk Write API using PHP SDK v5 Part II

Welcome to another exciting week of Kaizen! This week, we will continue our discussion on Bulk Write API. In last week's post, we covered the features of Bulk Write API, and explained in detail the first two steps involved in using Bulk Write API. Today, we'll discuss how to create a bulk write job, fetch the job status, and download the results.

1. Prepare the CSV file

2. Upload your zip file

3. Create a Bulk Write job

After uploading the file and obtaining the file ID, the next step is to create a bulk write job. For this, you will require the file ID, callback URL, and the field API names to perform one of the three operations: insert, update, or upsert. Upon a successful API call, the response will provide a job ID, with which you can check the job status in the next step.

The following are the keys you need to set.

callback (JSON object, optional) : The CallBack object defines the callback URL and method for receiving notifications or updates about the job's status.
character_encoding (string, optional) : Specify the encoding to be used for the data being written.
operation (string, mandatory) : Specify the type of operation to be performed in the bulk write job. Possible values are insert, update and upsert.
ignore_empty (Boolean, optional) : If you have a few empty fields while updating the record and you want the system to ignore it, input the value as TRUE.
resource (JSON array, optional): Initiate an object of Resource class that contains the details of the module, file, and field mappings associated with the bulk write job. The resource array contains the file_id, module, find_by, field_mappings and type keys. For more details, refer to our help document here.

Mapping fields in bulk write jobs

To specify which value in the CSV file should be mapped to which field in the CRM module, you can use the field_mappings key in the resource array. This is an optional key, and if you omit it, the system will use the headers of the CSV file to map the fields. When the field_mappings is skipped, the CSV headers must be the field API names and, all the columns of your CSV file will be used for import. In this case, you should remove columns that you do not want to import into your CRM account.

Please note that the CSV headers will be ignored if field_mappings is used while creating the bulk write job.

When to use the field_mappings key?

You should use the field_mappings key if:

The column headers in your CSV file are different from the field API names in the CRM module.
You want to ignore certain columns in the CSV file.
You want to specify a default value for a field in the CRM module.

Rules for using the field_mappings key

When you map a field by specifying the field_mappings key, it is mandatory to specify either the index or the default_value key, or the system will throw an error.
The index is the position of the field in the CSV file, starting from 0.
The default_value key is used when you want to provide a default value for a field. By specifying a default value, you ensure that if a cell in the CSV file is empty, the system will populate it with the default value.
Use the ignore_empty key when you want the system to skip updating fields that are empty in the source file. Please note that for insert operation, ignore_empty will be set as false by default.

Index	Default Value	Ignore Empty	Empty Cell	Action
YES	YES/NO	TRUE/FALSE	NO	CSV Value
YES	YES	TRUE/FALSE	YES	Default Value
YES	NO	TRUE	YES	No Update
YES	NO	FALSE	YES	Empty
NO	YES	TRUE/FALSE	YES/NO	Default Value

If you specify the index and there are no empty cells in the source file, the system will use the values from the CSV file for the corresponding fields. The default_value will be ignored in this case.
For update and insert operations, when the index is specified and there are a few cells for which the value is empty in the source file, then for the corresponding records with empty value:

If default_value is specified, the field will be updated with the default_value.
If default_value is not specified, the system will handle the corresponding fields differently depending on the value of the ignore_empty key.

The field will be left untouched if ignore_empty is set to TRUE.
The field will be updated to an empty value if ignore_empty is FALSE.

When the index is not specified, but a default_value is given, the system will update the corresponding fields in the CRM module with the specified default value.

Bulk Insert with lookup and user lookup data

Here is an example of a simple bulk write job request:

<?php

namespace bulkwrite;

use com\zoho\crm\api\bulkwrite\BulkWriteOperations;

use com\zoho\crm\api\bulkwrite\RequestWrapper;

use com\zoho\crm\api\bulkwrite\CallBack;

use com\zoho\crm\api\util\Choice;

use com\zoho\crm\api\bulkwrite\Resource;

use com\zoho\crm\api\bulkwrite\FieldMapping;

use com\zoho\crm\api\modules\MinifiedModule;

use com\zoho\crm\api\bulkwrite\DefaultValue;

require_once "vendor/autoload.php";

class CreateBulkWriteJob

{

public static function initialize()

{

// Add init code here.

// Refer to this post for more details

}

public static function createBulkWriteJob(string $moduleAPIName, string $fileId)

{

$bulkWriteOperations = new BulkWriteOperations();

$requestWrapper = new RequestWrapper();

// Set the callback URL, and method

$callback = new CallBack();

$callback->setUrl("add_your_callback_url_here");

$callback->setMethod(new Choice("post"));

$requestWrapper->setCallback($callback);

$requestWrapper->setCharacterEncoding("UTF-8"); //character encoding

$requestWrapper->setOperation(new Choice("insert")); //specify the type of operation

// module, file and field mapping details

$resourceIns = new Resource();

// To set the type of module that you want to import. The value is data.

$resourceIns->setType(new Choice("data"));

$module = new MinifiedModule();

$module->setAPIName($moduleAPIName);

$resourceIns->setModule($module);

$resourceIns->setFileId($fileId);

$resourceIns->setIgnoreEmpty(true);

$fieldMapping1 = new FieldMapping();

$fieldMapping1->setAPIName("Account_Name");

$fieldMapping1->setIndex(0);

$fieldMapping2 = new FieldMapping();

$fieldMapping2->setAPIName("Phone");

$fieldMapping2->setIndex(1);

$fieldMapping3 = new FieldMapping();

$fieldMapping3->setAPIName("Parent_Account");

$fieldMapping3->setIndex(2);

$fieldMapping3->setFindBy("id");

$fieldMapping4 = new FieldMapping();

$fieldMapping4->setAPIName("Referred_User");

$fieldMapping4->setIndex(3);

$fieldMapping4->setFindBy("id");

$defaultValue = new DefaultValue();

$defaultValue->setValue("4876876327565");

$fieldMapping4->setDefaultValue($defaultValue);

$resourceIns->setFieldMappings([$fieldMapping1, $fieldMapping2, $fieldMapping3, $fieldMapping4]);

$requestWrapper->setResource([$resourceIns]);

//Call createBulkWriteJob method that takes RequestWrapper instance as parameter

$response = $bulkWriteOperations->createBulkWriteJob($requestWrapper);

// Add your code to handle the response received in the $response.

}

CreateBulkWriteJob::initialize();

$moduleAPIName = "Accounts"; //The module to which you want to insert the records

$fileId = "48768764054001"; // add your file_id received in the response of Upload File

CreateBulkWriteJob::createBulkWriteJob($moduleAPIName, $fileId);

In the above code, Referred_User is a user lookup field, and Parent_Account is a lookup field in the Accounts module. The CSV file contains the unique ID of the corresponding records in the lookup modules.

Here is a sample CSV file used for the above Bulk Insert job. Note that the unique record IDs of the lookup (Parent_Account) and user lookup(Referred_User ) fields. If you choose to schedule the job without using field mappings, ensure that you provide headers for these fields in the format field_api_name.id with the record IDs in the corresponding columns.

Updating or Upserting records by unique key:

During an update operation, the find_by field acts as a unique key that identifies the record to be updated. You can use the unique record id, or any other unique field for this. For example, if the Phone field is a unique field in the Accounts module, specifying setFindBy("Phone") allows updates based on the values present in the Phone field. Similarly, for an upsert operation, if there is no existing record matching the provided Phone number, a new record will be inserted. Conversely, if a matching record is found, it will be updated.

Here is the code snippet for the field_mapping for an update operation using the Phone field as the unique key.

//You can use setFindBy method to update/upsert records based on a unique field

$resourceIns->setFindBy("Phone");

//fieldMapping for the unique field

$fieldMapping1 = new FieldMapping();

$fieldMapping1->setAPIName("Phone");

$fieldMapping1->setIndex(1);

$fieldMapping2 = new FieldMapping();

$fieldMapping2->setAPIName("Description");

$fieldMapping2->setIndex(8);

Importing Subform Data

The Bulk Write API allows you to import and update records with subforms. To insert or update records with subforms, you must import the parent records first with Bulk Write API. For this bulk write job, $moduleAPIName has to be set with parent module with proper $fieldMapping. Refer to the first sample for more details.

Once you have imported the parent records, get the parent record ids, prepare the CSV file with the subform data, and create a Bulk Write job for the subform module. You can get the parent record ids from the result zip file in Step 5 (Download the result). Refer to our previous post to know how to prepare the CSV file with the Subform data.

Consider a subform named Contact_details in the Accounts module, with the fields Contact_Name, Contact_Email, and Contact_Phone. Here is the code snippet for the field_mapping to import the subform data.

//field_mapping for the Parent_Id

$fieldMapping1 = new FieldMapping();

$fieldMapping1->setAPIName("Parent_Id");

$fieldMapping1->setIndex(0);

$fieldMapping1->setFindBy("id");

//add proper field_mapping for the subform fields with the subform field API names

Note that in this case, the $moduleAPIName is the api name of the subform (Contact_details) and the operation type should be insert. The subform data is added to the corresponding record specified by Parent_Id field in the subform CSV.

Multiselect Lookup Fields in Bulk Write API

To upload records with multiselect lookup fields, you can follow the same steps as for subforms. First, import the parent records using a Bulk Write job. Then, import the multiselect lookup field data using another Bulk Write job. For the multiselect lookup field data, the CSV file should contain both the parent record ID and the multiselect lookup field data. Please note that this method does not work for line items.

Consider a multiselect lookup field named Clients in the Accounts module, which is linked to the Contacts module. In your CSV file, ensure that you include both the Parent Record ID and the linked record IDs. For multiselect lookup data, the $moduleAPIName should be the API name of the linked module, and in the field_mappings, the API names used should correspond to the field API names from the lookup module. Check the following sample code for more details.

//field_mapping for module 1 (Contacts)

$fieldMapping1 = new FieldMapping();

$fieldMapping1->setAPIName("Client_Account"); //field API name in the linked module

$fieldMapping1->setIndex(0);

$fieldMapping1->setFindBy("id");

// field_mapping for module 2 (Accounts)

$fieldMapping2 = new FieldMapping();

$fieldMapping2->setAPIName("Account"); // field API name in the linked module

$fieldMapping2->setIndex(1);

$fieldMapping2->setFindBy("id");

4. Check job status

The Bulk Write API offers two options for monitoring the status of a job: polling and callback. If you prefer not to poll for job status, you can wait for the system to notify you of job completion by using the provided callback URL in the Create Bulk Write Job request. Alternatively, you can choose to poll the API using the job ID obtained from the previous step to check the status of the scheduled bulk write job. The job status can be one of the following: ADDED, INPROGRESS, or COMPLETED. Only completed jobs will include the download-URL key in the response.

Here is a code snippet to check the job status and get the download URL from the response.

public static function getBulkWriteJobDetails(string $jobId)

{

$bulkWriteOperations = new BulkWriteOperations();

//Call getBulkWriteJobDetails method that takes jobId as parameter

$response = $bulkWriteOperations->getBulkWriteJobDetails($jobId);

if ($response != null) {

$responseWrapper = $response->getObject();

if ($responseWrapper instanceof BulkWriteResponse) {

$result = $responseWrapper->getResult();

if ($result != null)

echo ("Bulkwrite DownloadUrl: " . $result->getDownloadUrl() . "\n");

}

5. Download the result

In this step, you can obtain the result of the bulk write job in a ZIP file that includes a CSV file containing the details of the job. Please note that you can get the details of only one bulk write job in a single API call.

To download the result, you need to use the download_url provided in the response. The CSV file will consist of the first three mapped columns from the uploaded file, as well as three additional columns: STATUS, RECORD_ID, and ERRORS.

{

public static function initialize()

{

// Add init code here.

// Refer to this post for more details

}

public static function downloadBulkWriteResult(string $downloadUrl, string $destinationFolder)

{

$bulkWriteOperations = new BulkWriteOperations();

$response = $bulkWriteOperations->downloadBulkWriteResult($downloadUrl);

// Add your code to handle the response received in the $response.

}

DownloadBulkWriteResult::initialize();

$downloadUrl = "paste_your_download_url_here";

$destinationFolder = "/Documents";

DownloadBulkWriteResult::downloadBulkWriteResult( $downloadUrl,$destinationFolder);

The image shows the result of an Upsert operation. As you can see, few of the records were skipped because the unique field had a duplicate value.

We hope you found this post useful. If you have any further questions, reach out to us at support@zohocrm.com or let us know in the comments section. We are looking forward to hearing from you!

Stay tuned for more useful posts in the series. See you all next week!

Access your files securely from anywhere

Quick Links

New to Zoho Recruit?

Access Zoho Recruit

New to Zoho Forms?

Latest Feature Updates

Explore our Pricing & Plans

Zoho Campaigns Resources

Campaigns Community Learning Series

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

New to Zoho Desk?

Access Zoho Desk

What's New in Zoho Desk

Use cases

Make the most of Zoho Desk with the use cases.

Learn More

eBooks

Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

Download eBooks

Videos

Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

Watch Now

Webinar

What's New in Zoho Desk

Desk Community Learning Series
Meetups
Ask the Experts
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Anu Abraham

Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
Kaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

New to Zoho Social?

Manage your brands on social media

Access Zoho Social

Zoho Pagesense Resources

New to Zoho TeamInbox?

Zoho TeamInbox Resources

Zoho DataPrep Resources

New to Zoho DataPrep?

Access Zoho DataPrep

Zoho CRM Plus Resources

Zoho Books Resources

Zoho Subscriptions Resources

Zoho Projects Resources

Zoho Sprints Resources

Qntrl Resources

Zoho Creator Resources

Zoho CRM Resources

CRM Community Learning Series
Kaizen
Functions
Meetups
Kbase
Resources
Digest
CRM Marketplace
MVP Corner

Design. Discuss. Deliver.

Create visually engaging stories with Zoho Show.

Get Started Now

Zoho Show Resources

Writer

Get Started. Write Away!

Writer is a powerful online word processor, designed for collaborative work.

Start Writing

Zoho CRM コンテンツ

その他のサービスコンテンツ

Zoho Campaigns
Zoho サービスのWebセミナー

Nederlandse Hulpbronnen

ご検討中の方

Recent Topics
Prevent stripping of custom CSS when creating an email template?
Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head. IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>
Workdrive 5.0 / API Documentation Workflows
Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin
Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation
I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
Replace Lookup fields ID value with their actual name and adding inormation from subforms
Hi everyone, I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below. To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
Webhook from Zobot to Zoho Flow fails
I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot
Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One
Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
Best way to display complex Bookings Consultation Descriptions on Zoho Site?
I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during
No Response from Zoho Support in 8 Days - Typical?
I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming
Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
Age Calculation
I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
Access Denied
I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.
Using Zoho Desk to support ISMS process
Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
Filtering Tickets based on Email headers
We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`
Field Dependency Not Working on Detail Page in Zoho Desk
Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
TaxJar vs Avalara
Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
How to check Leads with no Task (open activity)
Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
What can we do on our end to improve the Answer bot answers?
Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
Zoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
Taxes for EU B2B Transactions
Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.
Zoho Down
I have a drop in my Zoho One services.
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Issue with Inline Images in Email Reply via Zoho Desk API
Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
How to upload file to Connect using API?
Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions
Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
How can I setup Zoho MCP with Chat GPT
I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
Group Tax in Service Line Items
Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
Zoho Campaigns - Why do contacts have owners?
When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
FSM Improvement Idea - Show an Import button when there is no data
I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
Whatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
Zoho FSM API Delete Record
Hi FSM Team, It would be great if you could delete a record via API. Thank you,
Insert auto number from main form into subform rows
Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.
Adding a developer for editing the client application with a single user license
Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
Limiting search or dependencies with an asterisk "*".
I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
Collaps Notes
There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
Improved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
How to overcome limitations in meetings
As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
Cross Data Center Support for 1:1 Chats with External Users
Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
Support Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
Next Page

Bulk Write API using PHP SDK v5 Part II

Bulk Write API using PHP SDK v5 Part II

1. Prepare the CSV file

2. Upload your zip file

3. Create a Bulk Write job

Mapping fields in bulk write jobs

When to use the field_mappings key?

Rules for using the field_mappings key

Bulk Insert with lookup and user lookup data

Updating or Upserting records by unique key:

Importing Subform Data

Multiselect Lookup Fields in Bulk Write API

4. Check job status

5. Download the result

Access your files securely from anywhere

Zoho Developer Community

Use cases

eBooks

Videos

Webinar

France ZUGs

Topic Participants

Anu Abraham

Sticky Posts

Kaizen #197: Frequently Asked Questions on GraphQL APIs

Kaizen #198: Using Client Script for Custom Validation in Blueprint

Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

Kaizen #193: Creating different fields in Zoho CRM through API

Client Script | Update - Introducing Commands in Client Script!

Zoho TeamInbox Resources

Zoho CRM Plus Resources

Zoho Books Resources

Zoho Subscriptions Resources

Zoho Projects Resources

Zoho Sprints Resources

Qntrl Resources

Zoho Creator Resources

Zoho CRM Resources

Zoho Show Resources

Get Started. Write Away!

その他のサービス コンテンツ

Nederlandse Hulpbronnen

ご検討中の方

Recent Topics

Prevent stripping of custom CSS when creating an email template?

Workdrive 5.0 / API Documentation Workflows

Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

Replace Lookup fields ID value with their actual name and adding inormation from subforms

Webhook from Zobot to Zoho Flow fails

Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

Presenting ABM for Zoho CRM: Expand and retain your customers with precision

Best way to display complex Bookings Consultation Descriptions on Zoho Site?

No Response from Zoho Support in 8 Days - Typical?

Cliq iOS can't see shared screen

Age Calculation

Access Denied

Using Zoho Desk to support ISMS process

Filtering Tickets based on Email headers

Field Dependency Not Working on Detail Page in Zoho Desk

TaxJar vs Avalara

How to check Leads with no Task (open activity)

What can we do on our end to improve the Answer bot answers?

Zoho Books Sandbox environment

Taxes for EU B2B Transactions

Zoho Down

Customer Parent Account or Sub-Customer Account

Issue with Inline Images in Email Reply via Zoho Desk API

How to upload file to Connect using API?

Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

How can I setup Zoho MCP with Chat GPT

Group Tax in Service Line Items

Zoho Campaigns - Why do contacts have owners?

FSM Improvement Idea - Show an Import button when there is no data

Whatsapp Limitation Questions

Zoho FSM API Delete Record

Insert auto number from main form into subform rows

Adding a developer for editing the client application with a single user license

Function #4: Schedule Customer Statements

Limiting search or dependencies with an asterisk "*".

Collaps Notes

その他のサービスコンテンツ